How to Create a Report That Shows Merged Records
After a merge is performed, you should carefully review
the results to make sure the changes made are correct. In ParishSOFT,
the Merge report provides detailed results about the outcome of every
merge. This topic shows you how to create this report.
- Click .
Then, select the Merge Report option.
The Merge Report
page is displayed.
- For Merge Type,
select the type of merged records you want to view in the report:
- Set the date range filters by doing one of the
following:
- Specify a specific date range. In the Start Date and End
Date fields, click and select the desired
date from the calendar. Alternatively, type a date in each field.
- Specify no date range. Leave the Start
Date and End Date fields blank.
- Specify a start date only. In the Start
Date field, click and select the desired
date from the calendar. Alternatively, type a date in the field. Then,
leave the End Date field blank.
- Specify an end date only. Leave the Start Date field blank. Then, in the End Date field, click
and select the desired date from the calendar. Alternatively, type
a date in the field.
- Select one of these print options:
- All (the default):
for the date range specified, generates a report that includes all
merged records.
- Printed: for
the date range specified, generates a report that includes only those
merged records that were previously printed.
- Unprinted:
for the date range specified, generates a report that includes only
those merged records that were not previously printed.
- To view the report, click .
The report opens in the Report
Viewer. The report shows the records merged during the specified date
range. Among the details included are the names and addresses of the permanent
and duplicate families, the source and owner organization IDs, the specific
action taken (that is, merged or added) and the date the action was completed.
Related Topics
How to
Merge Duplicate Records
How to
Print, View, and Save Reports
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